## 

## 

|ObjectivesandActiviti|es||
|---|---|---|
||SORPreference||
|Summaryofthepurposesof|Para1.17|Toincreasethesurvival ratefromcardiac|
|thecharity assetout inits||arrestin Malvern and the surrounding|
|governing document||villagesby providingfreeresuscitation|
|||training andincreasingthenumber of|
|||public access defibrillators.|
|Summaryofthemain<br>activitiesin relation tothose|Pata'l.'17and<br>1.19|HeartstartM3lvern'sactivities havebeen<br>severely restricted duringthereporting|
|purposes forthepublic||period due totheCOVD pandemic.Asa|
|benefit, in particular, the||consequenceoftherestrictions whichwere|
|activities,projectsor||in place duringthepandemic, Heartstart|
|servicesidentifiedinthe||Malvernwasunabletodeliver any training|
|accounts.||duringthereportingperiod.However,the|
|||trusteesheld a number ofvirtualmeetings|
|||duringthisperiodtoreview and update|
|||lesson plans sotrainingcould resume ina|
|||COVID safe way once restrictionsare|
|||lifted.Twopublic access defibrillators were|
|||installed duringthereporting period. Since|
|||its launch inJanuary2017,Heartstart|
|||Malvernhas provided free trainingto over|
|||3,000 people and has installed29Public|
|||AccessDefibrillators|
|Statement confirming|Para1.18|Thetrustees giveregard totheguidance|
|whetherthetrusteeshave||issuedbytheCharity Commissionon|
|had regard totheguidance||public benefit.All ofHeartstart Malvern's|
|issuedbytheCharity||charitable activitiesare ofbenefittolocal|
|Commissiononpublic||residents and visitors. The trustees will|
|benefit||minimise public riskindecisionmakingand|
|||receive no personal benefit from the|
|||charity.|



|oum<br>choosetoinclude|furtherstatements|whererelevant about:|
|---|---|---|
||SORPreference||
||Para1.38|Heartstart Malvern is not agrantmaking|
|Policy ongrantmaking||organisation.|





||Para1.38||
|---|---|---|
|Policy onsocialinvestment||Heartstart Malverndoesnot have a Social|
|including program related||lnvestmentPolicy and does not invest|
|investment||funds.|
|||Heartstart Malvern isavolunteer-led and|
||Para'1.38|volunteer-runcharity. Therearenopaid|
|Contributionmadeby||staff.Using volunteersenablesHeartstart|
|volunteers||Malverntobe completelysustainable,keep|
|||ourrunning costtoa minimum and to|
|||provide all of ourtrainingcompletelyfreeof|
|||charge.Theuse of volunteers also ensures|
|||thatallfundsdonatedtoHeartstart Malvern|
|||areused tofulfilour obiectives.|
|||ThesuccessofHeartstartMalvernisdue to|
|Other||itsvolunteersandthesupport ofthelocal|
|||community. The trusteeswouldlike to|
|||acknowledgeandthankallofHeartstart|
|||Malvern's volunteers fortheirenormous|
|||contribution to thesuccessofthecharity.|
|||The trusteeswould alsoliketo thank the|
|||local communityforcomingforuvardfor|
|||trainingand supportingthecharity through|
|||variousfundraisingactivities.|



## 

|chievementsandPer|formance|||
|---|---|---|---|
||SORpreference|||
|||Dueto therestrictions placedonHeartstart||
|||Malvern duringthepandemic,its||
|Summaryofthemain<br>achievementsofthecharity,|Para1.20|achievementsduringthis reportingperiod<br>areverylimited.||
|identifyingthedifference the||||
|charity'sworkhas made to||Someofour achievements during this||
|thecircumstances ofits||period include:||
|beneficiaries and anywider||||
|benefitstosociety asa||a|Ensuring thefinancialstabilityofthe|
|whole.|||charity duringthepandemic|
|||a|lnstallingafurthertwopublic access|
||||defibrillators|
|||o|Maintainingtheexisting27public|
||||access defibrillators so theywereready|
||||foruse during an emergency|
|||a|Reviewingourlesson plansand|
||||preparingtodelivertrainingina COVID|
||||safe way|
|||o|Replacing some of our old training|
||||equipment|





## 

|oum<br>choosetoincludefur|therstatemen|tswhererelevantabout:|
|---|---|---|
|||SinceitsformationonJanuary 2017,|
|Achievementsagainst|Paru1.41|Heafistart Malvernhas provided free|
|objectives set||trainingtoover3,000peopleandhas|
|||installed29public access defibrillators|
|||Nofundraisingobjectives areset.Despite|
|Performance of fundraising<br>activitiesagainst objectives|Para1.41|the COVIDpandemic, incomewasup<br>duringthisperiodbyjustoverf3K,largely|
|set||dueto anumber of grants.|
|Investment performance|Para1.41|Nofunds areinvested by Heartstart|
|against oPjectives||Malvern.|
|Other||N/A|





## 

|FinancialReview|||
|---|---|---|
|Review ofthecharity's|Para1.21|Thecharitywasina strong financial|
|financialposition at theend||positionattheendofthe reportingperiod|
|oftheperiod||withaclosingbalance of almost 813K.|
|||Duringthereporting period, the trustees|
|||made a decisiontomaintain a larger|
|||reservethannormal due totheuncertainty|
|||aroundthedurationofthepandemic andits|
|||impact onourincome.|
|Statement explaining the|Para1.22|Heartstart Malvern normally holds sufficient|
|policyforholding reserves||reservestocover its operational costsfora|
|stating whythey areheld||12 month period.Thisisestimatedtobe|
|||approximatelyf5,000.A significantlyhigher|
|||reserve has been held duringtheCOVID|
|||pandemic due tofinancialuncertainties|
|||createdbythepandemic.|
|Amount ofreservesheld|Para1.22|Thecharitydoesnot hold a separate|
|||accountforitsreserves. lnstead,it|
|||mqintains a balance ofatleastfSkinits|
|||current account.|
|ReasoT'rsforholding zero|Para1.22|N/A|
|reserves|||
|Details offundmateriallyin|Para1.24|N/A|
|deficit|||
|Explanation of any|Para1.23|There areno uncertaintiesaboutHeartstart|
|uncertainties about the||Malvern continuing as a going concern.|
|charitycontinuing as a going|||
|concern|||



|oum|her statemen<br>|tswhererelevantabout:|
|---|---|---|
|||Heartstart Malvernisfunded entirelyby|
|The charity'sprincipal||charitable donationsfromindividualsand|
|sourcesoffunds(including|Para1.47|other organisations.|
|any fundraising)|||
|||Hearstart Malvern does not invest funds|
|lnvestmentpolicyand||andhasno lnvestmentPolicy.|
|objectivesincluding any|Para1.46||
|social investmerltpolicy|||
|adopted|||
|||Heartstart Malvern iscompletelyrelianton|
|A descriptionoftheprincipal|Para1.46|adhoc charitable donationsandhasno|
|risks facingthecharity||regular income stream.|
|Other|||





## 

|Description of charity's|||
|---|---|---|
|trusts:|||
|Typeof governing document|Pa,ra1.25|Constitution|
|itrustdt|||
|Howisthe charity|Para1.25|CharitableIncorporated Organisation|
|constituted?|||
|{eEuninemr"porated|||
|asseeiation, CIO)|||
|Trustee selectionmethods|Para1.25|Volunteers areaskedtobecomeatrustee|
|includingdetailsof any||as andwhena vacancy arises.|
|constitutionalprovisionse.g||Applicationsarethenconsidered ata|
|electiontopost or nameof||trusteesmeeting andformallyapproved at|
|anypersonorbody entitled||thenext AGIU.|
|toappoint oneormore|||
|trustees|||



|oum<br>choosetoincludefur|therstatemen|tswhererelevant about|
|---|---|---|
|||Heartstart Malvern is a smallcharityand|
|Policies and procedures||doesnot haveaformalinduction process|
|adopted fortheinduction|Para1.51|fornewtrustees. lnstead, anynew trustee|
|andtrainingoftrustees||issupportedby other trustees.|
|||Heartstart Malvern is a smallcharityand|
|The charity'sorganisational||hasaflatorganisational structure. The|
|structure and anywider|Para 1.5'l|charitiesworkis overseenbythetrustees|
|network with which the||Heartstart Malvern is not affiliatedtoany|
|charity works||other organisation.|
|||N/A|
|Relationshipwithany|Para1.51||
|relatedparties|||
|Other||N/A|



## 

|ReferenceandAdmini|strative details|
|---|---|
|Charityname|Heartstart Malvern|
|Othernamethe charityuses|N/A|
|Registeredcharitynumber|1170697|
|Charity'sprincipal address|St Gabriel's|
||WorcesterRoad|
||Hanley Swan|
||Near Malvern|
||Worcestershire|
||WR8OEA|





|Funds heldascustodian trustees onbehalfof others|Funds heldascustodian trustees onbehalfof others|
|---|---|
|Descriptionoftheassets|N/A|
|heldinthiscapacity||
|Name andobjectsofthe|N/A|
|charity onwhosebehalf the||
|assetsareheld and how this||
|fallswithin thecustodian||
|charity'sobjects||
|Detailsofarrangementsfor|N/A|
|safecustody and||
|segregationofsuchassets||
|fromthecharity's own||
|assets||



## 

## 

|Names andaddresses of ad|visers (Option|
|---|---|
|Typeof Name|Address|
|adviser||
|N/A||



## 

## 

## 

## 



## 

|me|sof thecharitytru|steeswhomanage|thecharity|||
|---|---|---|---|---|---|
||Trusteename|Office (ifany)|Datesacted if not for whole|Nameof person (orbody)entitlr<br>to<br>nttrustee||
|1|RichardVakis-<br>Lowe|Chairperson||||
|2|Catherine Millar|Secretary||||
|3|MelanieBaker|Treasurer||||
|4|Jean Williams|||||
|5|DavidBijl|||||
|6|AngelaKirton|TrainingCo-<br>ordinator||||
|7||||||
|8||||||
|I||||||
|10||||||
|11||||||
|12||||||
|13||||||
|14||||||
|15||||||
|16||||||
|17||||||
|18||||||
|19||||||
|20||||||





|tril<br>CHARITY COMMISSION<br>FOR ENGLANDANDWALES|tril<br>CHARITY COMMISSION<br>FOR ENGLANDANDWALES|Heartstart Malvern||11|70697|||
|---|---|---|---|---|---|---|---|
|||Receipts and||accounts|||CC16a|
|||Fortheperiod<br>from|01-Sep-20|To|31-Aug-21|||
|Section A Receipts and payments||||||||
|||Unrestricted<br>funds|Restricted<br>funds|Endowment<br>funds|Total|funds|Last year|
|||to thenearest€|to the nearestf|to the nearest€|to the nearest€||to the nearestt|
|A1Recei||||||||
|Donations (General)||1,356||||1,356|7,268|
|Donation (Mayors Charity)||3,514||||3,514||
|COVID Grants||2,500||||2,500||
|Co-op Grant||2,962||||2,962||
|lnmemoriam donation||263||||263||
||AR)|10,595||||10,595|7,266|
|A2Asset andinvestmentsales,||||||||
|(seetable).||||||||
|Total reeeipts||10,595||I||ro,sgsI|7,266|
|A3||||||||
|Defibrillators, cabinets&consumables||1,015||||1,015|1,428|
|Overheads (incl printing and|insurance)|2,090||||2,090|3,587|
|Event costs|||||||72|
|Miscellaneous||100||||100||
||Subtotal|3,205||||3,205|5,087|
|A4Asset andinvestment||||||||
|purchases.(seetable)||||||||
||Subtotal|||||||
|Totalpayments||3,205||||3,205|5,087|
|Netofreceipts/(payments)||7,390||||7,390|2,179|
|A5Transfersbetween|funds|||||||
|46Cashfundslast year end||||||||
|Cashfundsthis|yearend|7,390||||7,390|2,175|





|SectionBStatement|of assets an|dliabi|litiesat|the end oft|heperiod|||
|---|---|---|---|---|---|---|---|
|||||Unrestricted|Restricted|Endowment||
||i]*t*i!s|||funds<br>tonearest€|funds<br>tonearest€|funds<br>tonearest|f|
|BlCashfunds|To current account|||7,390||||
|||Total cashfunds||7,390||||
||(agree balances|withreceipts|and payments|||||
||||account(s))|||||
|||||Unrestricted|Restricted|Endowment||
|||||funds|funds|funds||
||0etails|||tonearestE|tonearestf|tonearest|€|
|82Other monetary assets|N/A|||||||
||Betails|||Fund towhich|Cost (optional)|Current value||
|83lnvestment assets|NiA|||||||
||Details|||Fund to which|Cost (optional)|Current value||
|84Assetsretainedforthe|29 Deflbrillators and cabinets||||43,500|20,000||
|charity's ownuse|Training equipment||||3,000||500|
|||||Fund towhich|Amount due|Whendue||
||Details|||liabil<br>relates||||
|85 Liabilities|None|||||||
|Signedbyone ortwotrusteeson<br>behalfof allthe trustees|Signature|||Print Name||Dateof||
|||||RichardVakis-Lowe||25.05.22||
|||||||25.05.22||